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Junior Finance Analyst

Junior Finance Analyst

£30,000 – £35,000 – Training + Progression + Supported Study + Hybrid + Company Benefits


Do you have a background in report writing within an IFA practice and are looking to take the next step within one of the top wealth management firms in the Northwest who will provide you with ample training and study support to assist in the rapid progression of your career?

On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.

On a daily basis you will be responsible for supporting advisors by report writing summarising client’s financial situations as well as recommendations. There will also be an element of research to understand financial products, regulatory changes and investment opportunities. After probation, this role has the opportunity for hybrid working with 2 days from home.

This role would suit a junior financial analyst or similar looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid working

The Role:

  • Liaising with Advisors
  • Report writing
  • Research on Products and Market trends
  • Hybrid working, 2 days a week from home

The Person:

  • Background in an IFA practice
  • Experience writing reports
  • Commutable to Manchester

REF BBBH: 10108

Key Words: Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Manchester, Hybrid

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

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The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.

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